Discover and read the best of Twitter Threads about #bottomup
Most recents (2)
🧵Smartkarma #bottomup #threadoftheday
Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
— Vincent Fernando, CFA
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$TSM.US
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Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
— Vincent Fernando, CFA
--
$TSM.US
1/
TSMC is back to an 11.8% ADR premium after dropping to 8%... potentially another good Long/Short point.
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UMC has flipped to a -0.6% ADR discount, from a 5.6% Premium. If the discount ticks slightly more negative then a good setup level will open up.
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"The 21st Century Question: Emergently Engineering the Future"
Follow this 🧵 today and tomorrow for highlights from our 2022 #AppliedComplexity Network and Board of Trustees Symposium:
santafe.edu/events/annual-…
#Web3 #Cities #Polarization #EmergentEngineering #Decentralization
Follow this 🧵 today and tomorrow for highlights from our 2022 #AppliedComplexity Network and Board of Trustees Symposium:
santafe.edu/events/annual-…
#Web3 #Cities #Polarization #EmergentEngineering #Decentralization
We start with a talk by SFI President David Krakauer:
"Would anyone care to guess why we're so GOOD at building transistors and so CRAP at designing drugs?"
"This thing [points to transistor] lives in a centralized system. This thing [points to cancer drug] lives in US."
"Would anyone care to guess why we're so GOOD at building transistors and so CRAP at designing drugs?"
"This thing [points to transistor] lives in a centralized system. This thing [points to cancer drug] lives in US."
"I'm going to pick on economics, because we like to do that at SFI. 'Ooh, look at that cover! So techy. Global, heat maps...' But here's 'Networks' [in the textbook]. THAT'S IT. Here's '#ComplexityEconomics.' NOTHING."
